ROBOT PAYMENT published an updated version of 請求管理ロボ for Salesforce (Payment and Receivables Management) on Salesforce AgentExchange, automating the process from invoice issuance through payment and cash application. Integrated with Revenue Cloud, it enables the sales and accounting departments to check payment status on the same screen.
ROBOT PAYMENT released an updated version of 請求管理ロボ for Salesforce (Payment and Receivables Management) for Salesforce AgentExchange. Based on invoices issued in Salesforce Revenue Cloud, the new features automate the entire process from payment methods through cash application. This enables the sales and accounting departments to check payment status simultaneously and may reduce manual work.
Key features include automated cash application for payments received through a range of payment methods, including credit cards, direct debit, bank transfers and convenience-store payments, with the cash application results automatically reflected in Revenue Cloud's billing data. This is expected to enable automatic creation of billing information and reduce duplicate data entry.
The product also accommodates business practices specific to Japan. It links invoice-level cash application with Revenue Cloud to support practices such as consolidated billing, pay-later arrangements and bank transfers, with the aim of improving operational efficiency. Adoption in this market is expected to gain momentum through AgentExchange.
The product is offered as an extension package for Salesforce AgentExchange, enabling centralized management from quotations, orders and invoicing through payment and cash application. As part of ROBOT PAYMENT's efforts to automate billing and receivables management for Japanese companies, broader adoption is expected going forward.